Lumen Technologies, Inc. - LUMN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 142,459,635 1,106,911 0.02% 0.02% 1 -2,816,077 -1.94% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 111,855,666 869,118 0.01% 0.01% 2 -1,696,883 -1.49% Q4 2025 Jan 29, 2026
STATE STREET CORP History Reduced 44,777,285 347,919 0.01% 0.01% 3 -446,147 -0.99% Q4 2025 Feb 13, 2026
FMR LLC History Added to 26,391,299 205,060 0.01% 0.0% 4 +16,323,057 162.12% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 22,211,742 172,585 0.01% 0.0% 5 +16,481,526 287.62% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 22,123,623 171,929 0.01% 0.01% 6 -149,000 -0.67% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 18,390,473 142,893 0.02% 0.02% 7 +473,242 2.64% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 16,908,104 131,375 0.02% 0.01% 8 +6,287,383 59.2% Q4 2025 Mar 25, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 14,849,976 115,389 0.02% 0.02% 9 -2,548,362 -14.65% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 13,939,921 108,313 0.08% 0.07% 10 -2,491,776 -15.16% Q4 2025 Feb 13, 2026
NORGES BANK History New 13,713,912 106,557 0.01% 11 +13,713,912 New Q4 2025 Feb 10, 2026
Front Street Capital Management, Inc. History Reduced 12,124,353 94,206 13.38% 11.44% 12 -41,972 -0.34% Q4 2025 Feb 18, 2026
Palestra Capital Management LLC History No change 11,167,585 86,772 3.07% 2.2% 13 0 0.0% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 10,700,966 83,146 0.01% 0.01% 14 -93,040 -0.86% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 10,181,390 79,109 0.02% 0.0% 15 +6,900,508 210.32% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 10,095,977 78,445 0.0% 0.0% 16 -537,079 -5.05% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 10,043,267 78,036 0.12% 0.09% 17 -1,258,939 -11.14% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 9,140,027 70,972 0.04% 0.02% 18 +1,957,992 27.26% Q4 2025 Mar 20, 2026
Allianz Asset Management GmbH History Reduced 8,366,894 65,010 0.07% 0.07% 19 -1,689,930 -16.8% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 8,043,124 62,496 0.01% 0.0% 20 +7,082,560 737.33% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 7,446,522 57,859 0.02% 0.02% 21 +1,409,401 23.35% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 7,343,942 57,062 0.03% 0.02% 22 +1,253,538 20.58% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 6,967,458 54,137 0.01% 0.01% 23 -777,700 -10.04% Q4 2025 Feb 17, 2026
CapWealth Advisors, LLC History Added to 6,699,685 52,056 3.56% 2.53% 24 +704,970 11.76% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Added to 6,679,866 51,902 0.01% 0.0% 25 +4,763,234 248.52% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 6,282,478 48,814 0.01% 0.01% 26 +598,618 10.53% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Added to 6,053,727 47,037 0.01% 0.01% 27 +161,688 2.74% Q4 2025 Feb 10, 2026
Trexquant Investment LP History Added to 5,605,410 43,554 0.39% 0.06% 28 +4,640,911 481.17% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 5,482,578 42,599 0.01% 0.01% 29 -799,094 -12.72% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 4,967,484 38,597 0.01% 0.01% 30 -7,221,924 -59.25% Q4 2025 Feb 17, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 4,768,300 37,049 0.36% 0.17% 31 +1,755,368 58.26% Q4 2025 Jan 15, 2026
GENDELL JEFFREY L History Added to 4,761,216 36,994 0.64% 0.48% 32 +539,521 12.78% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 4,595,530 35,707 0.05% 0.06% 33 -1,616,876 -26.03% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 4,511,172 35,051 0.02% 0.01% 34 -53,579 -1.17% Q4 2025 Feb 02, 2026
WHITEBOX ADVISORS LLC History Added to 4,340,000 33,721 0.48% 0.41% 35 +40,000 0.93% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 4,244,559 32,980 0.01% 0.01% 36 +1,291,907 43.75% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 4,185,721 32,523 0.09% 0.1% 37 -1,073,434 -20.41% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Added to 4,043,106 31,414 0.02% 0.01% 38 +324,115 8.72% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 3,953,793 30,720 0.0% 0.0% 39 -1,005,473 -20.27% Q4 2025 Feb 19, 2026
LM Asset Management, Inc. History Reduced 3,766,000 30,496 24.12% 48.02% 40 -6,444,600 -63.12% Q4 2025 Feb 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 3,615,748 28,094 0.09% 0.08% 41 -66,600 -1.81% Q4 2025 Feb 13, 2026
Benchstone Capital Management LP History New 3,500,000 27,195 2.93% 42 +3,500,000 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 3,450,457 26,810 0.02% 0.02% 43 -1,733,243 -33.44% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Added to 3,365,870 26,152 0.45% 0.38% 44 +106 0.0% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 3,313,800 25,748 0.02% 0.01% 45 0 0.0% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 3,283,520 25,512 0.04% 0.05% 46 -1,094,629 -25.0% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Added to 2,871,588 22,312 0.0% 0.0% 47 +6,763 0.24% Q4 2025 Feb 09, 2026
FEDERATED HERMES, INC. History Reduced 2,831,989 22,004 0.04% 0.04% 48 -967,789 -25.47% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 2,731,321 21,222 0.0% 0.0% 49 +30,511 1.13% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 2,642,778 20,534 0.02% 0.01% 50 -150,496 -5.39% Q4 2025 Feb 13, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 2,394,300 18,603 4.26% 3.7% 51 -19,303 -0.8% Q4 2025 Feb 17, 2026
Penn Capital Management Company, LLC History Reduced 2,376,354 18,515 1.48% 1.29% 52 -367,703 -13.4% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,335,516 18,146 0.0% 0.0% 53 -450,914 -16.18% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 2,301,387 17,881 0.03% 0.0% 54 +1,873,387 437.71% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 2,180,078 16,939 0.0% 0.0% 55 +292,568 15.5% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 2,169,146 16,854 0.02% 56 +2,169,146 New Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 1,922,100 14,934 0.01% 0.01% 57 +32,200 1.7% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Added to 1,852,646 14,395 0.01% 0.0% 58 +181,135 10.84% Q4 2025 Jan 29, 2026
BRIGADE CAPITAL MANAGEMENT, LP History Reduced 1,850,000 14,374 4.34% 2.18% 59 -1,050,000 -36.21% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 1,703,803 13,238 0.0% 0.0% 60 -276,067 -13.94% Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 1,695,893 13,177 0.02% 0.02% 61 -206,083 -10.84% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 1,627,561 12,646 0.01% 0.01% 62 -7,421 -0.45% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 1,453,366 11,292 0.0% 0.0% 63 +484,091 49.94% Q4 2025 Feb 13, 2026
AustralianSuper Pty Ltd History Reduced 1,381,488 10,734 0.05% 0.06% 64 -764,040 -35.61% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Added to 1,368,968 10,636 0.06% 0.05% 65 +14,544 1.07% Q4 2025 Feb 03, 2026
JANUS HENDERSON GROUP PLC History Added to 1,290,439 10,024 0.0% 0.0% 66 +679,373 111.18% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 1,237,881 9,618 0.01% 0.01% 67 +228,378 22.62% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,221,557 9,491 0.0% 0.0% 68 -12,158 -0.99% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History Added to 1,175,986 9,137 0.2% 0.09% 69 +588,311 100.11% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 1,120,812 8,708 0.01% 0.01% 70 -196,188 -14.9% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,090,288 8,471 0.01% 0.0% 71 +530,530 94.78% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 1,068,456 8,302 0.01% 0.0% 72 +651,021 155.96% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 995,381 7,734 0.07% 0.05% 73 +57,375 6.12% Q4 2025 Feb 10, 2026
ExodusPoint Capital Management, LP History New 993,213 7,717 0.06% 74 +993,213 New Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 989,358 7,687 0.01% 0.01% 75 +100 0.01% Q4 2025 Jan 30, 2026
CANADA LIFE ASSURANCE Co History Reduced 976,832 7,581 0.01% 0.01% 76 -102,738 -9.52% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 946,940 7,357 0.0% 0.0% 77 +513,344 118.39% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 917,690 7,130 0.01% 0.01% 78 -837 -0.09% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 888,626 6,906 0.01% 0.01% 79 +51,354 6.13% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Reduced 849,517 6,600 0.1% 0.08% 80 -1,345 -0.16% Q4 2025 Feb 13, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History Reduced 800,000 6,216 1.37% 6.71% 81 -2,700,000 -77.14% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 795,914 6,184 0.01% 0.02% 82 -434,059 -35.29% Q4 2025 Jan 30, 2026
FRANKLIN RESOURCES INC History Reduced 763,378 5,931 0.0% 0.0% 83 -408,990 -34.89% Q4 2025 Feb 11, 2026
Crescent Park Management, L.P. History Reduced 739,400 5,745 3.51% 2.38% 84 -230,500 -23.77% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 738,305 5,737 0.01% 0.01% 85 +55,454 8.12% Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History New 656,300 5,099 0.01% 86 +656,300 New Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 653,474 5,077 0.08% 0.07% 87 +16,910 2.66% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 635,518 4,937 0.01% 0.0% 88 +22,149 3.61% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 606,419 4,712 0.01% 0.0% 89 +599,210 8311.97% Q4 2025 Feb 05, 2026
Bridgewater Associates, LP History New 595,417 4,626 0.02% 90 +595,417 New Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 562,520 4,371 0.01% 0.0% 91 +381,391 210.56% Q4 2025 Jan 28, 2026
Man Group plc History Reduced 558,083 4,336 0.01% 0.04% 92 -2,810,714 -83.43% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 544,028 4,227 0.01% 0.05% 93 -3,574,200 -86.79% Q4 2025 Feb 17, 2026
Soviero Asset Management, LP History Added to 540,000 4,195 2.01% 1.65% 94 +20,000 3.85% Q4 2025 Feb 17, 2026
Informed Momentum Co LLC History New 531,219 4,127 0.46% 95 +531,219 New Q4 2025 Feb 12, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 525,000 4,079 0.65% 0.89% 96 -475,000 -47.5% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 522,374 4,058 0.08% 0.0% 97 +508,220 3590.65% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 521,572 4,052 0.02% 0.02% 98 -27,082 -4.94% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 516,222 4,010 0.04% 0.03% 99 +8,147 1.6% Q4 2025 Jan 23, 2026
Creative Planning History Added to 485,174 3,769 0.0% 0.0% 100 +142,771 41.7% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 475,013 3,690 0.0% 101 +475,013 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 471,586 3,664 0.01% 102 +471,586 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 450,762 3,502 0.01% 103 +450,762 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 443,187 3,443 0.01% 0.0% 104 -202 -0.05% Q4 2025 Feb 17, 2026
Miller Capital Partners, Inc. History New 436,687 3,393 1.71% 105 +436,687 New Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 432,200 3,358 0.06% 0.04% 106 -1,800 -0.41% Q4 2025 Jan 16, 2026
State of Tennessee, Department of Treasury History Reduced 379,662 3,348 0.01% 0.01% 107 -50,837 -11.81% Q4 2025 Feb 18, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 424,622 3,299 0.01% 0.0% 108 +137,183 47.73% Q4 2025 Feb 17, 2026
JT Stratford LLC History Added to 410,784 3,191 0.41% 0.28% 109 +74,012 21.98% Q4 2025 Feb 12, 2026
CHOREO, LLC History Reduced 402,828 3,150 0.04% 0.03% 110 -5,474 -1.34% Q4 2025 Jan 23, 2026
PLUSTICK MANAGEMENT LLC History New 400,000 3,108 1.38% 111 +400,000 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 394,750 3,067 0.01% 0.01% 112 -42,547 -9.73% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 383,486 2,979 0.01% 0.0% 113 +219,486 133.83% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 362,524 2,903 0.03% 0.03% 114 -59,538 -14.11% Q4 2025 Jan 21, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 364,126 2,829 0.02% 0.02% 115 -53,021 -12.71% Q4 2025 Jan 09, 2026
Mariner, LLC History Added to 357,352 2,776 0.0% 0.0% 116 +124,660 53.57% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History New 348,603 2,709 0.0% 117 +348,603 New Q4 2025 Jan 09, 2026
State of New Jersey Common Pension Fund D History Reduced 346,967 2,695 0.01% 0.01% 118 -146,551 -29.7% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 326,250 2,534 0.0% 119 +326,250 New Q4 2025 Feb 17, 2026
Mraz, Amerine & Associates, Inc. History Reduced 315,484 2,451 0.36% 0.31% 120 -11,002 -3.37% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 303,165 2,355 0.0% 0.0% 121 +11,208 3.84% Q4 2025 Feb 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 302,576 2,351 0.01% 0.0% 122 +13,678 4.73% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 290,384 2,256 0.05% 0.04% 123 -6,748 -2.27% Q4 2025 Feb 13, 2026
PFA Pension, Forsikringsaktieselskab History New 275,662 2,155 0.01% 124 +275,662 New Q4 2025 Feb 02, 2026
Alberta Investment Management Corp History New 275,800 2,142 0.01% 125 +275,800 New Q4 2025 Feb 19, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 275,662 2,142 0.02% 126 +275,662 New Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Added to 274,582 2,134 0.02% 0.01% 127 +2,473 0.91% Q4 2025 Feb 05, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 272,900 2,120 0.01% 0.01% 128 -11,300 -3.98% Q4 2025 Feb 04, 2026
Arizona State Retirement System History Reduced 270,904 2,104 0.01% 0.01% 129 -17,495 -6.07% Q4 2025 Jan 28, 2026
Handelsbanken Fonder AB History Added to 269,400 2,093 0.01% 0.0% 130 +34,300 14.59% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 267,674 2,079 0.0% 0.0% 131 +168,986 171.23% Q4 2025 Feb 13, 2026
Hilton Capital Management, LLC History New 258,694 2,010 0.15% 132 +258,694 New Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 257,373 1,999 0.02% 0.01% 133 -8,108 -3.05% Q4 2025 Feb 13, 2026
Gifford Fong Associates History No change 250,000 1,943 0.39% 0.32% 134 0 0.0% Q4 2025 Feb 10, 2026
Havemeyer Place LP History New 239,301 1,859 0.37% 135 +239,301 New Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 235,300 1,828 0.0% 0.0% 136 -93,694 -28.48% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 234,403 1,821 0.01% 0.01% 137 -44,179 -15.86% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 233,602 1,815 0.01% 0.01% 138 -6,821 -2.84% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 227,066 1,759 0.0% 0.0% 139 +101,067 80.21% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History New 221,652 1,722 0.01% 140 +221,652 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 219,967 1,709 0.01% 0.01% 141 -70,271 -24.21% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 219,826 1,708 0.0% 0.0% 142 -133,793 -37.84% Q4 2025 Feb 10, 2026
Tidal Investments LLC History Added to 218,089 1,694 0.0% 0.0% 143 +183,376 528.26% Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 215,852 1,677 0.02% 0.02% 144 +3,171 1.49% Q4 2025 Feb 04, 2026
McAdam, LLC History Added to 216,014 1,675 0.08% 0.05% 145 +42,285 24.34% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 208,300 1,618 0.01% 0.0% 146 +3,900 1.91% Q4 2025 Jan 28, 2026
MML INVESTORS SERVICES, LLC History Added to 204,654 1,590 0.0% 0.0% 147 +133,002 185.62% Q4 2025 Feb 13, 2026
LMR Partners LLP History Reduced 200,000 1,554 0.0% 0.01% 148 -277,800 -58.14% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 196,092 1,524 0.0% 0.0% 149 +12,791 6.98% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 190,038 1,476 0.0% 0.0% 150 +6,293 3.42% Q4 2025 Feb 06, 2026
October Effect Ltd History New 189,945 1,475 1.62% 151 +189,945 New Q4 2025 Jan 20, 2026
Focus Partners Wealth History Added to 228,928 1,470 0.0% 0.0% 152 +35,914 18.61% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Added to 187,400 1,456 0.04% 0.0% 153 +174,977 1408.49% Q4 2025 Feb 17, 2026
Amundi History Added to 184,795 1,435 0.0% 0.0% 154 +15,673 9.27% Q4 2025 Feb 17, 2026
Capstone Financial Advisors, Inc. History Reduced 180,286 1,400 0.07% 0.06% 155 -5,400 -2.91% Q4 2025 Feb 17, 2026
Credit Capital Investments LLC History Added to 178,000 1,383 1.3% 1.03% 156 +28,000 18.67% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Reduced 175,077 1,360 0.0% 0.0% 157 -47,304 -21.27% Q4 2025 Feb 06, 2026
MRP Capital Investments, LLC History Added to 171,350 1,331 1.12% 0.07% 158 +151,850 778.72% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Added to 167,997 1,305 0.04% 0.03% 159 +412 0.25% Q4 2025 Feb 13, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 165,150 1,283 0.53% 0.4% 160 +12,350 8.08% Q4 2025 Feb 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 148,358 1,231 0.0% 0.0% 161 -155,996 -51.25% Q4 2025 Jan 08, 2026
BANK OF MONTREAL /CAN/ History Added to 157,438 1,223 0.0% 0.0% 162 +9,163 6.18% Q4 2025 Feb 12, 2026
Private Advisory Group LLC History New 154,409 1,199 0.09% 163 +154,409 New Q4 2025 Jan 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 152,708 1,186 0.0% 0.0% 164 +48,559 46.62% Q4 2025 Feb 13, 2026
BSW Wealth Partners History Reduced 152,578 1,185 0.14% 0.14% 165 -32,500 -17.56% Q4 2025 Jan 23, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 152,038 1,181 0.0% 0.0% 166 +19,555 14.76% Q4 2025 Feb 13, 2026
Massar Capital Management, LP History New 146,708 1,139 0.12% 167 +146,708 New Q4 2025 Feb 17, 2026
STRS OHIO History No change 146,000 1,134 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 02, 2026
HRT FINANCIAL LP History Reduced 144,515 1,122 0.0% 0.02% 169 -679,085 -82.45% Q4 2025 Feb 12, 2026
Graham Capital Management, L.P. History Reduced 143,831 1,117 0.03% 0.02% 170 -52,479 -26.73% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 143,826 1,117 0.01% 0.01% 171 +21,055 17.15% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 142,009 1,103 0.0% 0.0% 172 -656 -0.46% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Reduced 141,096 1,096 0.0% 0.0% 173 -5,929 -4.03% Q4 2025 Jan 29, 2026
Maryland State Retirement & Pension System History Added to 138,393 1,075 0.02% 0.02% 174 +2,675 1.97% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 131,946 1,025 0.0% 0.0% 175 +1,519 1.16% Q4 2025 Feb 17, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 127,552 991 0.1% 0.07% 176 0 0.0% Q4 2025 Feb 09, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 124,670 968 0.02% 0.02% 177 +2,538 2.08% Q4 2025 Feb 18, 2026
Madison Asset Management, LLC History No change 124,000 963 0.01% 0.01% 178 0 0.0% Q4 2025 Feb 04, 2026
SOL Capital Management CO History Added to 123,027 956 0.09% 0.07% 179 +2,222 1.84% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Added to 122,844 954 0.0% 0.0% 180 +108,163 736.75% Q4 2025 Feb 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 122,568 952 0.06% 0.04% 181 +20,122 19.64% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 120,704 937 0.0% 0.0% 182 +3,420 2.92% Q4 2025 Feb 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 117,504 910 0.0% 0.0% 183 +100,953 609.95% Q4 2025 Feb 10, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 8,747 842 0.41% 184 +8,747 New Q4 2025 Jan 09, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 107,846 837 0.01% 0.01% 185 +2,097 1.98% Q4 2025 Feb 10, 2026
Argent Trust Co History Reduced 104,223 809 0.03% 0.02% 186 -3,081 -2.87% Q4 2025 Feb 10, 2026
Jump Financial, LLC History New 103,940 807 0.01% 187 +103,940 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 99,547 773 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History New 98,966 768 0.03% 189 +98,966 New Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History New 98,966 768 0.11% 190 +98,966 New Q4 2025 Jan 27, 2026
Sentinel Dome Partners, LLC History New 89,816 697 0.47% 191 +89,816 New Q4 2025 Mar 05, 2026
Atria Investments, Inc History Added to 89,031 691 0.01% 0.01% 192 +8,519 10.58% Q4 2025 Feb 05, 2026
MACKENZIE FINANCIAL CORP History Reduced 88,527 690 0.0% 0.0% 193 -20,910 -19.11% Q4 2025 Feb 18, 2026
Blueshift Asset Management, LLC History New 85,719 666 0.19% 194 +85,719 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 84,944 660 0.0% 0.0% 195 +9,581 12.71% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 83,114 645 0.0% 0.0% 196 +13,814 19.93% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 82,711 642 0.02% 0.01% 197 +39,956 93.45% Q4 2025 Feb 06, 2026
KBC Group NV History Added to 81,282 632 0.0% 0.0% 198 +49,851 158.6% Q4 2025 Jan 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 79,974 621 0.0% 0.0% 199 +11,497 16.79% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Reduced 78,806 612 0.02% 0.01% 200 -931 -1.17% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 78,084 606 0.0% 0.0% 201 +12,447 18.96% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 77,577 602 0.01% 0.01% 202 +19,963 34.65% Q4 2025 Jan 27, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 77,396 601 0.0% 0.0% 203 +13,364 20.87% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History Reduced 77,055 598 0.01% 1.54% 204 -645,535 -89.34% Q4 2025 Feb 17, 2026
Argent Advisors, Inc. History Reduced 76,904 597 0.17% 0.16% 205 -14,158 -15.55% Q4 2025 Feb 11, 2026
ARISTEIA CAPITAL, L.L.C. History New 76,714 596 0.01% 206 +76,714 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 76,474 594 0.01% 0.01% 207 +2,233 3.01% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 75,999 590 0.04% 0.03% 208 0 0.0% Q4 2025 Jan 21, 2026
XPONANCE LLC History Added to 75,911 589 0.0% 0.0% 209 +225 0.3% Q4 2025 Feb 12, 2026
Clayton Partners LLC History Reduced 75,000 582 0.42% 0.63% 211 -60,000 -44.44% Q4 2025 Feb 17, 2026
MARINER INVESTMENT GROUP LLC History No change 75,000 582 0.03% 0.14% 210 0 0.0% Q4 2025 Feb 25, 2026
LEE DANNER & BASS INC History Reduced 74,535 579 0.04% 0.03% 212 -1,195 -1.58% Q4 2025 Jan 29, 2026
CIBC Asset Management Inc History Added to 73,884 574 0.0% 0.0% 213 +12,808 20.97% Q4 2025 Feb 10, 2026
GK Wealth Management LLC History Reduced 75,815 569 0.38% 0.41% 214 -16,431 -17.81% Q4 2025 Jan 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 73,330 567 0.0% 0.0% 215 -4,343 -5.59% Q4 2025 Feb 17, 2026
SIH Partners, LLLP History New 71,708 557 0.01% 216 +71,708 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 71,326 554 0.01% 0.0% 217 +3,957 5.87% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 71,011 551 0.0% 0.0% 218 -9,872 -12.21% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 68,835 534 0.0% 0.0% 219 +51 0.07% Q4 2025 Feb 06, 2026
Gallagher Fiduciary Advisors, LLC History Added to 68,130 529 0.02% 0.01% 220 +4,928 7.8% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 67,453 524 0.0% 0.0% 221 +32,206 91.37% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 67,383 523 0.0% 0.0% 222 +161 0.24% Q4 2025 Feb 12, 2026
Summit Global Investments History New 67,092 521 0.03% 223 +67,092 New Q4 2025 Feb 18, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 63,922 496 0.03% 0.02% 224 +4,250 7.12% Q4 2025 Jan 26, 2026
CIBC WORLD MARKETS CORP History New 63,141 490 0.0% 225 +63,141 New Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 62,928 488 0.0% 0.0% 226 +7,177 12.87% Q4 2025 Feb 18, 2026
Crossmark Global Holdings, Inc. History Added to 61,599 478 0.01% 0.01% 227 +1,230 2.04% Q4 2025 Feb 03, 2026
Avior Wealth Management, LLC History Added to 61,087 474 0.01% 0.01% 228 +7,629 14.27% Q4 2025 Jan 06, 2026
Compound Planning, Inc. History Added to 60,918 473 0.01% 0.01% 229 +5,234 9.4% Q4 2025 Feb 19, 2026
Crawford Fund Management, LLC History Reduced 60,500 470 0.06% 0.21% 230 -154,500 -71.86% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 59,784 451 0.02% 231 +59,784 New Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History New 56,900 442 0.0% 232 +56,900 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 71,811 441 0.0% 0.0% 233 +16,736 30.39% Q4 2025 Mar 09, 2026
Baird Financial Group, Inc. History Reduced 55,698 432 0.0% 0.0% 234 -300 -0.54% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History New 55,194 428 0.01% 235 +55,194 New Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 55,050 427 0.0% 0.0% 237 -122,150 -68.93% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 54,930 427 0.0% 0.0% 236 +2,767 5.3% Q4 2025 Feb 05, 2026
Baader Bank Aktiengesellschaft History New 56,228 426 0.03% 238 +56,228 New Q4 2025 Feb 05, 2026
Abel Hall, LLC History Added to 54,267 421 0.1% 0.06% 239 +29,253 116.95% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 50,974 396 0.0% 0.0% 240 -2,083 -3.93% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 50,111 389 0.0% 0.0% 241 -135,489 -73.0% Q4 2025 Mar 12, 2026
VARCOV Co. History New 49,741 386 0.15% 242 +49,741 New Q4 2025 Feb 17, 2026
Quantitative Investment Management, LLC History New 49,509 384 0.04% 244 +49,509 New Q4 2025 Feb 17, 2026
SIG BROKERAGE, LP History Added to 49,534 384 0.01% 0.01% 243 +1,234 2.55% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 48,766 378 0.0% 0.01% 245 -925,456 -94.99% Q4 2025 Feb 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 48,117 373 0.06% 246 +48,117 New Q4 2025 Feb 11, 2026
SS&H Financial Advisors, Inc. History Reduced 46,943 365 0.11% 0.11% 247 -10,000 -17.56% Q4 2025 Jan 20, 2026
Spire Wealth Management History Added to 46,477 361 0.01% 0.01% 248 +10,800 30.27% Q4 2025 Jan 14, 2026
Swiss Life Asset Management Ltd History New 44,367 344 0.0% 249 +44,367 New Q4 2025 Feb 04, 2026
GUGGENHEIM CAPITAL LLC History Reduced 43,944 341 0.0% 0.0% 250 -20,483 -31.79% Q4 2025 Feb 17, 2026
Southeast Asset Advisors, LLC History Reduced 43,534 338 0.03% 0.04% 251 -23,465 -35.02% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 42,248 328 0.0% 0.0% 252 -347 -0.81% Q4 2025 Jan 15, 2026
MARTINGALE ASSET MANAGEMENT L P History New 41,945 325 0.01% 253 +41,945 New Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History New 41,592 323 0.01% 254 +41,592 New Q4 2025 Jan 08, 2026
Robertson Stephens Wealth Management, LLC History Added to 41,641 323 0.01% 0.0% 255 +26,640 177.59% Q4 2025 Feb 02, 2026
Kovitz Investment Group Partners, LLC History Added to 41,301 320 0.01% 0.0% 256 +15,539 60.32% Q4 2025 Feb 20, 2026
Elo Mutual Pension Insurance Co History New 40,802 317 0.0% 257 +40,802 New Q4 2025 Feb 12, 2026
M&T BANK CORP History Added to 40,807 316 0.0% 0.0% 258 +26,477 184.77% Q4 2025 Jan 30, 2026
Straight Path Wealth Management History Reduced 40,000 310 0.08% 0.13% 259 -40,000 -50.0% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 39,814 309 0.0% 0.0% 260 +2,806 7.58% Q4 2025 Feb 17, 2026
Revisor Wealth Management LLC History Added to 35,277 305 0.08% 0.07% 261 +7,024 24.86% Q4 2025 Jan 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 38,800 301 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 38,467 298 0.0% 0.0% 263 +7,604 24.64% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Reduced 37,704 292 0.01% 0.02% 264 -26,013 -40.83% Q4 2025 Feb 17, 2026
Family Legacy Financial Solutions, LLC History Added to 834 291 0.22% 265 +822 6850.0% Q4 2025 Jan 20, 2026
Numerai GP LLC History Reduced 37,255 289 0.03% 0.09% 266 -69,452 -65.09% Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 35,898 278 0.04% 267 +35,898 New Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Added to 35,899 278 0.05% 0.04% 268 +446 1.26% Q4 2025 Jan 30, 2026
State of Wyoming History Reduced 35,621 276 0.03% 0.04% 269 -22,566 -38.78% Q4 2025 Feb 11, 2026
Abacus Wealth Partners, LLC History New 34,916 271 0.03% 270 +34,916 New Q4 2025 Feb 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 34,620 269 0.02% 0.01% 271 0 0.0% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Added to 34,259 266 0.0% 0.0% 272 +33,153 2997.56% Q4 2025 Feb 18, 2026
Advisory Services Network, LLC History Reduced 32,579 253 0.0% 0.01% 273 -32,258 -49.75% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 32,193 250 0.0% 0.0% 274 -95,367 -74.76% Q4 2025 Jan 28, 2026
SEGALL BRYANT & HAMILL, LLC History New 32,291 250 0.0% 275 +32,291 New Q4 2025 Feb 13, 2026
Garden State Investment Advisory Services LLC History Added to 31,950 248 0.05% 0.03% 276 +11,250 54.35% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 31,344 243 0.0% 0.0% 277 +11,236 55.88% Q4 2025 Feb 10, 2026
Ethic Inc. History Added to 30,807 239 0.0% 0.0% 279 +15,010 95.02% Q4 2025 Feb 03, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 30,810 239 0.0% 0.0% 278 -5,972 -16.24% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 30,617 237 0.0% 0.01% 280 -199,150 -86.67% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 30,449 236 0.0% 0.0% 281 +13,504 79.69% Q4 2025 Jan 29, 2026
Fifth Third Wealth Advisors LLC History Added to 30,482 236 0.01% 0.01% 282 +75 0.25% Q4 2025 Jan 15, 2026
Atom Investors LP History New 29,892 232 0.02% 283 +29,892 New Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History New 29,788 231 0.02% 284 +29,788 New Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Added to 29,420 228 0.0% 0.0% 285 +4,787 19.43% Q4 2025 Jan 26, 2026
GLENMEDE TRUST CO NA History New 29,155 226 0.0% 286 +29,155 New Q4 2025 Feb 17, 2026
Deseret Mutual Benefit Administrators History Added to 28,844 224 0.1% 0.06% 287 +6,298 27.93% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History New 28,255 219 0.01% 288 +28,255 New Q4 2025 Feb 17, 2026
Bayforest Capital Ltd History New 28,096 218 0.16% 289 +28,096 New Q4 2025 Jan 27, 2026
AXQ CAPITAL, LP History New 27,572 214 0.05% 290 +27,572 New Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History New 26,985 209 0.0% 291 +26,985 New Q4 2025 Feb 09, 2026
Callan Family Office, LLC History Added to 26,512 205 0.0% 0.0% 292 +7,672 40.72% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History New 26,181 203 0.01% 293 +26,181 New Q4 2025 Feb 17, 2026
Keystone Financial Group History New 25,768 200 0.01% 295 +25,768 New Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 25,765 200 0.0% 0.0% 294 +527 2.09% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 25,660 199 0.0% 0.0% 296 +1,014 4.11% Q4 2025 Mar 16, 2026
Independent Advisor Alliance History Added to 25,096 194 0.0% 0.0% 297 +1,891 8.15% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Added to 24,510 190 0.0% 0.0% 298 +6,232 34.1% Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 23,961 187 0.01% 0.01% 300 +1,859 8.41% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 24,188 187 0.0% 0.0% 299 -1,265 -4.97% Q4 2025 Jan 26, 2026
Campbell & CO Investment Adviser LLC History New 23,469 182 0.01% 301 +23,469 New Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 23,358 181 0.0% 0.0% 302 -7,101 -23.31% Q4 2025 Feb 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 22,786 177 0.0% 0.0% 303 +1,762 8.38% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 22,352 173 0.02% 0.02% 304 +779 3.61% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 21,887 170 0.0% 0.0% 305 +1,582 7.79% Q4 2025 Feb 09, 2026
PFG Investments, LLC History Added to 21,690 168 0.01% 0.01% 306 +23 0.11% Q4 2025 Jan 26, 2026
OPPENHEIMER & CO INC History Added to 20,871 162 0.0% 0.0% 307 +100 0.48% Q4 2025 Feb 02, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 20,821 161 0.0% 0.0% 308 +1,417 7.3% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History Reduced 20,391 158 0.0% 0.0% 309 -6,180 -23.26% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 20,191 156 0.0% 0.0% 311 +9,475 88.42% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Added to 20,177 156 0.0% 0.0% 310 +524 2.67% Q4 2025 Feb 02, 2026
Compagnie Lombard Odier SCmA History Reduced 20,000 155 0.0% 0.01% 312 -110,000 -84.62% Q4 2025 Jan 16, 2026
J. Derek Lewis & Associates Inc. History New 20,000 155 0.04% 314 +20,000 New Q4 2025 Mar 23, 2026
Quinn Opportunity Partners LLC History No change 20,000 155 0.01% 0.01% 313 0 0.0% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History No change 19,584 152 0.0% 0.0% 315 0 0.0% Q4 2025 Feb 02, 2026
BETO FINANCIAL GROUP, LLC History New 16,480 147 0.1% 316 +16,480 New Q4 2025 Feb 10, 2026
Eurizon Capital SGR S.p.A. History New 18,416 143 0.0% 317 +18,416 New Q4 2025 Feb 10, 2026
Secure Asset Management, LLC History No change 18,386 142 0.02% 0.02% 318 0 0.0% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 18,114 140 0.0% 0.0% 319 +2,674 17.32% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 18,079 140 0.0% 0.0% 320 +78 0.43% Q4 2025 Jan 13, 2026
SIGNATUREFD, LLC History Added to 18,017 139 0.0% 0.0% 321 +10,092 127.34% Q4 2025 Jan 20, 2026
BREAKTHRU ADVISORY SERVICES, LLC History Reduced 18,004 139 0.09% 0.08% 323 -2,076 -10.34% Q4 2025 Jan 12, 2026
Global View Capital Management LLC History Added to 17,956 139 0.03% 0.02% 322 +289 1.64% Q4 2025 Jan 14, 2026
Smith Salley Wealth Management History Added to 17,865 138 0.01% 0.01% 324 +1 0.01% Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Added to 17,733 137 0.01% 0.01% 325 +1 0.01% Q4 2025 Feb 18, 2026
Forum Financial Management, LP History New 17,569 136 0.0% 326 +17,569 New Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 17,425 135 0.0% 0.0% 327 +477 2.81% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Added to 17,113 132 0.01% 0.0% 328 +2,000 13.23% Q4 2025 Jan 20, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 16,940 131 0.02% 0.01% 329 +2,066 13.89% Q4 2025 Feb 09, 2026
Inscription Capital, LLC History No change 16,875 131 0.01% 0.01% 330 0 0.0% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Added to 16,828 130 0.01% 0.0% 332 +15,600 1270.36% Q4 2025 Jan 05, 2026
Pacific Sage Partners, LLC History Reduced 16,787 130 0.02% 0.02% 331 -6,195 -26.96% Q4 2025 Jan 16, 2026
WEALTH ALLIANCE, LLC History Added to 16,517 128 0.01% 0.01% 333 +2,530 18.09% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History New 16,246 126 0.01% 334 +16,246 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 15,913 123 0.0% 0.0% 335 -3,898 -19.68% Q4 2025 Jan 21, 2026
US BANCORP \DE\ History Added to 15,486 120 0.0% 0.0% 336 +248 1.63% Q4 2025 Jan 30, 2026
Meeder Advisory Services, Inc. History Added to 15,243 118 0.01% 0.0% 338 +1,460 10.59% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 15,298 118 0.0% 0.0% 337 -243 -1.56% Q4 2025 Jan 21, 2026
Phoenix Financial Ltd. History Reduced 14,812 115 0.0% 0.0% 340 -38,703 -72.32% Q4 2025 Feb 05, 2026
PharVision Advisers, LLC History New 14,916 115 0.06% 341 +14,916 New Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 17,390 115 0.0% 0.0% 339 +5,086 41.34% Q4 2025 Feb 11, 2026
KEYNOTE FINANCIAL SERVICES LLC History New 14,791 114 0.06% 342 +14,791 New Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 14,732 114 0.0% 343 +14,732 New Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 14,308 111 0.01% 0.01% 344 +252 1.79% Q4 2025 Jan 26, 2026
bLong Financial, LLC History Reduced 14,172 110 0.08% 0.07% 346 -2,300 -13.96% Q4 2025 Feb 05, 2026
HBK Sorce Advisory LLC History Reduced 13,771 110 0.0% 0.0% 345 -465 -3.27% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History Added to 14,149 109 0.0% 0.0% 347 +12 0.08% Q4 2025 Jan 20, 2026
Squarepoint Ops LLC History Reduced 14,000 108 0.0% 0.0% 350 -368,754 -96.34% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 13,971 108 0.0% 0.0% 348 -17,873 -56.13% Q4 2025 Feb 02, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 13,932 108 0.01% 349 +13,932 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 13,894 107 0.0% 0.01% 352 -21,411 -60.65% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History New 13,877 107 0.0% 353 +13,877 New Q4 2025 Jan 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 13,711 107 0.0% 0.0% 351 +3,844 38.96% Q4 2025 Feb 13, 2026
Wellington Shields & Co., LLC History Added to 13,584 105 0.03% 0.02% 354 +687 5.33% Q4 2025 Feb 09, 2026
WealthTrust Axiom LLC History No change 13,368 103 0.03% 0.02% 355 0 0.0% Q4 2025 Feb 13, 2026
Invst, LLC History Added to 13,151 102 0.01% 0.01% 356 +800 6.48% Q4 2025 Feb 11, 2026
Wealthfront Advisers LLC History New 13,070 101 0.0% 358 +13,070 New Q4 2025 Jan 30, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 13,066 101 0.01% 0.01% 357 -8,256 -38.72% Q4 2025 Feb 17, 2026
Olympiad Research LP History Reduced 13,066 101 0.27% 0.13% 359 -2,868 -18.0% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 11,906 100 0.0% 0.0% 361 +1,513 14.56% Q4 2025 Jan 21, 2026
HighPoint Advisor Group LLC History Added to 12,894 100 0.0% 0.0% 360 +341 2.72% Q4 2025 Feb 04, 2026
Vise Technologies, Inc. History New 12,780 99 0.0% 362 +12,780 New Q4 2025 Feb 11, 2026
FORTEM FINANCIAL GROUP, LLC History New 12,650 98 0.03% 363 +12,650 New Q4 2025 Feb 04, 2026
World Investment Advisors History New 12,605 97 0.0% 366 +12,605 New Q4 2025 Mar 12, 2026
Cornerstone Wealth Management, LLC History Reduced 12,491 97 0.01% 0.01% 367 -6,150 -32.99% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Added to 12,604 97 0.0% 0.0% 368 +2,213 21.3% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 12,427 97 0.01% 0.01% 364 -212 -1.68% Q4 2025 Jan 20, 2026
HARVEST MANAGEMENT LLC History No change 12,540 97 0.03% 0.03% 365 0 0.0% Q4 2025 Feb 17, 2026
DnB Asset Management AS History New 12,251 95 0.0% 369 +12,251 New Q4 2025 Feb 05, 2026
CWM, LLC History Added to 12,182 95 0.0% 0.0% 370 +2,509 25.94% Q4 2025 Jan 26, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 12,005 93 0.01% 0.01% 371 0 0.0% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History New 11,554 89 0.0% 372 +11,554 New Q4 2025 Feb 09, 2026
Armstrong, Fleming & Moore, Inc History Added to 11,145 86 0.04% 0.03% 373 +145 1.32% Q4 2025 Jan 16, 2026
Brookstone Capital Management History Reduced 10,989 85 0.0% 0.0% 374 -3,344 -23.33% Q4 2025 Jan 15, 2026
Williams Jones Wealth Management, LLC. History No change 11,019 85 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Reduced 10,862 84 0.01% 0.01% 376 -7,904 -42.12% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History New 10,716 83 0.0% 380 +10,716 New Q4 2025 Feb 13, 2026
DANSKE BANK A/S History Added to 10,800 83 0.0% 0.0% 378 +6,800 170.0% Q4 2025 Feb 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 10,717 83 0.0% 0.0% 377 -373 -3.36% Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Reduced 10,748 83 0.0% 0.0% 379 -306 -2.77% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Reduced 10,500 81 0.0% 0.0% 381 -2,934 -21.84% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History New 10,180 79 0.0% 382 +10,180 New Q4 2025 Feb 11, 2026
ASO GROUP Ltd History New 10,000 78 0.03% 384 +10,000 New Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History Added to 10,061 78 0.01% 0.01% 383 +61 0.61% Q4 2025 Jan 21, 2026
Quantessence Capital LLC History New 10,034 77 0.89% 390 +10,034 New Q4 2025 Feb 17, 2026
Quantum Private Wealth, LLC History Reduced 10,000 77 0.02% 0.04% 389 -10,000 -50.0% Q4 2025 Feb 06, 2026
Empirical Finance, LLC History Reduced 10,033 77 0.0% 0.0% 387 -192 -1.88% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 10,000 77 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 12, 2026
Cadence Bank History No change 10,000 77 0.0% 0.0% 386 0 0.0% Q4 2025 Jan 30, 2026
Firestone Capital Management History No change 10,000 77 0.02% 0.01% 388 0 0.0% Q4 2025 Feb 09, 2026
Raiffeisen Bank International AG History No change 11,403 74 0.0% 0.0% 391 0 0.0% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 11,954 73 0.0% 0.0% 392 +13 0.11% Q4 2025 Feb 10, 2026
Employees Retirement System of Texas History No change 9,292 72 0.0% 0.0% 393 0 0.0% Q4 2025 Feb 09, 2026
Sunbelt Securities, Inc. History Reduced 8,803 68 0.0% 0.01% 395 -12,668 -59.0% Q4 2025 Feb 20, 2026
Allworth Financial LP History New 8,766 68 0.0% 394 +8,766 New Q4 2025 Feb 05, 2026
Rakuten Securities, Inc. History Added to 8,601 66 0.02% 0.01% 396 +2,035 30.99% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History No change 8,457 65 0.0% 0.0% 397 0 0.0% Q4 2025 Jan 20, 2026
ORG Wealth Partners, LLC History No change 8,373 65 0.02% 0.01% 398 0 0.0% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 8,095 62 0.0% 0.0% 399 +1,481 22.39% Q4 2025 Feb 11, 2026
AlphaQuest LLC History New 7,882 61 0.0% 400 +7,882 New Q4 2025 Feb 09, 2026
Whipplewood Advisors, LLC History No change 7,182 55 0.04% 0.03% 401 0 0.0% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 6,935 53 0.0% 0.0% 402 +5,000 258.4% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Added to 6,878 52 0.0% 0.0% 403 +15 0.22% Q4 2025 Jan 28, 2026
Orion Capital Management LLC History New 6,454 50 0.02% 404 +6,454 New Q4 2025 Feb 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 6,227 48 0.0% 0.0% 405 +6,032 3093.33% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 4,484 46 0.0% 406 +4,484 New Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 6,024 46 0.0% 0.0% 407 +430 7.69% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Added to 5,786 44 0.0% 0.0% 408 +443 8.29% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Added to 5,563 43 0.0% 0.0% 410 +816 17.19% Q4 2025 Feb 06, 2026
Trust Co History Added to 5,545 43 0.0% 0.0% 409 +2 0.04% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History Added to 5,146 39 0.0% 0.0% 411 +1,041 25.36% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History No change 4,275 33 0.02% 0.01% 412 0 0.0% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,000 31 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 3,880 30 0.0% 414 +3,880 New Q4 2025 Feb 03, 2026
ORG Partners LLC History Reduced 3,610 28 0.0% 0.0% 415 -520 -12.59% Q4 2025 Jan 14, 2026
Kemnay Advisory Services Inc. History New 3,257 25 0.0% 416 +3,257 New Q4 2025 Feb 17, 2026
Pandora Wealth, Inc. History No change 3,330 25 0.02% 0.01% 417 0 0.0% Q4 2025 Feb 04, 2026
Plante Moran Financial Advisors, LLC History Added to 3,003 23 0.0% 0.0% 418 +40 1.35% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 2,885 22 0.0% 0.0% 419 +372 14.8% Q4 2025 Feb 12, 2026
Covestor Ltd History Reduced 2,630 20 0.01% 0.01% 420 -1,060 -28.73% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History No change 2,494 19 0.01% 0.0% 421 0 0.0% Q4 2025 Jan 28, 2026
Larson Financial Group LLC History Added to 2,302 17 0.0% 0.0% 422 +163 7.62% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Added to 2,140 16 0.0% 0.0% 423 +152 7.65% Q4 2025 Jan 08, 2026
ASSETMARK, INC History Added to 1,996 15 0.0% 0.0% 424 +188 10.4% Q4 2025 Jan 23, 2026
Sachetta, LLC History No change 2,000 15 0.01% 0.0% 425 0 0.0% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 1,857 14 0.0% 0.0% 427 +705 61.2% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,817 14 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,679 13 0.0% 0.0% 428 +50 3.07% Q4 2025 Feb 10, 2026
Generali Asset Management SPA SGR History No change 1,721 13 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 03, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,658 12 0.0% 0.0% 430 +232 16.27% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 1,531 11 0.0% 0.0% 431 -11,991 -88.68% Q4 2025 Feb 13, 2026
Basepoint Wealth LLC History New 1,479 11 0.01% 432 +1,479 New Q4 2025 Feb 10, 2026
Quarry LP History Reduced 1,407 10 0.0% 0.02% 434 -16,593 -92.18% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 1,369 10 0.0% 0.0% 433 +303 28.42% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Added to 1,300 10 0.0% 0.0% 435 +89 7.35% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Reduced 1,247 9 0.0% 0.0% 436 -1,928 -60.72% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History New 1,217 9 0.0% 440 +1,217 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History New 1,206 9 0.0% 441 +1,206 New Q4 2025 Mar 03, 2026
Parkside Financial Bank & Trust History Added to 1,160 9 0.0% 0.0% 438 +318 37.77% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,224 9 0.0% 0.0% 437 +11 0.91% Q4 2025 Jan 07, 2026
Geneos Wealth Management Inc. History No change 1,275 9 0.0% 0.0% 439 0 0.0% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History Reduced 1,060 8 0.0% 0.0% 443 -2,000 -65.36% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,153 8 0.0% 444 +1,153 New Q4 2025 Jan 21, 2026
Motiv8 Investments LLC History New 1,000 8 0.0% 446 +1,000 New Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 1,048 8 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 30, 2026
Signature Resources Capital Management, LLC History No change 1,043 8 0.0% 0.0% 445 0 0.0% Q4 2025 Jan 21, 2026
Founders Capital Management History New 1,000 7 0.0% 448 +1,000 New Q4 2025 Jan 15, 2026
SWAN Capital LLC History Added to 1,000 7 0.0% 0.0% 450 +215 27.39% Q4 2025 Feb 12, 2026
Richardson Capital Management LLC History No change 1,000 7 0.0% 0.0% 447 0 0.0% Q4 2025 Jan 30, 2026
First Pacific Financial History No change 978 7 0.0% 0.0% 449 0 0.0% Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History New 834 6 0.0% 452 +834 New Q4 2025 Feb 06, 2026
Independence Bank of Kentucky History No change 869 6 0.0% 0.0% 451 0 0.0% Q4 2025 Jan 20, 2026
TD Waterhouse Canada Inc. History Reduced 700 5 0.0% 0.0% 458 -1,675 -70.53% Q4 2025 Jan 27, 2026
SHP Wealth Management History New 723 5 0.0% 455 +723 New Q4 2025 Mar 04, 2026
AMERIFLEX GROUP, INC. History Added to 683 5 0.0% 0.0% 459 +491 255.73% Q4 2025 Feb 18, 2026
HUNTINGTON NATIONAL BANK History Reduced 658 5 0.0% 0.0% 453 -65 -8.99% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Added to 680 5 0.0% 0.0% 454 +21 3.19% Q4 2025 Feb 09, 2026
Financial Avengers, Inc. History No change 717 5 0.0% 0.0% 456 0 0.0% Q4 2025 Mar 03, 2026
Quent Capital, LLC History No change 661 5 0.0% 0.0% 457 0 0.0% Q4 2025 Jan 29, 2026
BAYBAN History New 581 4 0.0% 466 +581 New Q4 2025 Mar 05, 2026
IFC & Insurance Marketing, Inc. History New 551 4 0.0% 465 +551 New Q4 2025 Feb 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 547 4 0.0% 463 +386 239.75% Q4 2025 Feb 09, 2026
High Note Wealth, LLC History Reduced 516 4 0.0% 0.0% 460 -89 -14.71% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 530 4 0.0% 0.0% 462 -68 -11.37% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History No change 572 4 0.0% 0.0% 461 0 0.0% Q4 2025 Jan 20, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 600 4 0.0% 0.0% 464 0 0.0% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Reduced 491 3 0.0% 0.02% 472 -22,954 -97.91% Q4 2025 Jan 21, 2026
AXS Investments LLC History Reduced 466 3 0.0% 0.0% 471 -80 -14.65% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History Added to 450 3 0.0% 0.0% 473 +54 13.64% Q4 2025 Jan 15, 2026
Physician Wealth Advisors, Inc. History Added to 396 3 0.0% 0.0% 470 +33 9.09% Q4 2025 Jan 29, 2026
ADIRONDACK TRUST CO History No change 500 3 0.0% 0.0% 467 0 0.0% Q4 2025 Jan 08, 2026
Bogart Wealth, LLC History No change 444 3 0.0% 0.0% 468 0 0.0% Q4 2025 Jan 30, 2026
Inlight Wealth Management, LLC History No change 500 3 0.0% 0.0% 469 0 0.0% Q4 2025 Jan 23, 2026
Arlington Trust Co LLC History No change 474 3 0.0% 0.0% 474 0 0.0% Q4 2025 Jan 30, 2026
Winthrop Capital Management, LLC History No change 443 3 0.0% 0.0% 475 0 0.0% Q4 2025 Feb 10, 2026
American Capital Advisory, LLC History No change 500 3 0.0% 0.0% 476 0 0.0% Q4 2025 Jan 30, 2026
Chung Wu Investment Group, LLC History No change 500 3 0.0% 0.0% 477 0 0.0% Q4 2025 Feb 02, 2026
Avion Wealth History Reduced 317 2 0.0% 0.0% 483 -1,100 -77.63% Q4 2025 Jan 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 369 2 0.0% 0.0% 478 -317 -46.21% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 356 2 0.0% 481 +300 535.71% Q4 2025 Jan 26, 2026
New England Capital Financial Advisors LLC History Added to 350 2 0.0% 488 +250 250.0% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History Added to 262 2 0.0% 482 +162 162.0% Q4 2025 Jan 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 363 2 0.0% 0.0% 480 -90 -19.87% Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Added to 264 2 0.0% 0.0% 487 +14 5.6% Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History No change 300 2 0.0% 0.0% 479 0 0.0% Q4 2025 Jan 23, 2026
Investment Research & Advisory Group, Inc. History No change 299 2 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History No change 355 2 0.0% 0.0% 485 0 0.0% Q4 2025 Jan 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 276 2 0.0% 0.0% 486 0 0.0% Q4 2025 Jan 08, 2026
PFS Partners, LLC History No change 375 2 0.0% 0.0% 489 0 0.0% Q4 2025 Jan 16, 2026
Westfuller Advisors, LLC History No change 340 2 0.0% 0.0% 490 0 0.0% Q4 2025 Jan 21, 2026
Holos Integrated Wealth LLC History No change 379 2 0.0% 0.0% 491 0 0.0% Q4 2025 Jan 05, 2026
Triumph Capital Management History New 254 1 0.0% 502 +254 New Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 252 1 0.0% 515 +252 New Q4 2025 Feb 09, 2026
Financial Management Professionals, Inc. History Reduced 233 1 0.0% 0.0% 498 -247 -51.46% Q4 2025 Jan 27, 2026
Torren Management, LLC History New 222 1 0.0% 513 +222 New Q4 2025 Jan 30, 2026
Camelot Portfolios, LLC History New 212 1 0.0% 499 +212 New Q4 2025 Jan 29, 2026
Ankerstar Wealth, LLC History New 155 1 0.0% 510 +155 New Q4 2025 Feb 12, 2026
Godfrey Financial Associates, Inc. History New 148 1 0.0% 514 +148 New Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History New 146 1 0.0% 495 +146 New Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Added to 256 1 0.0% 0.0% 500 +68 36.17% Q4 2025 Feb 06, 2026
Bell Investment Advisors, Inc History Added to 150 1 0.0% 507 +62 70.45% Q4 2025 Feb 24, 2026
ST GERMAIN D J CO INC History Reduced 154 1 0.0% 0.0% 494 -58 -27.36% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Added to 193 1 0.0% 511 +30 18.4% Q4 2025 Jan 12, 2026
Cedar Mountain Advisors, LLC History Added to 186 1 0.0% 506 +26 16.25% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History No change 246 1 0.0% 0.0% 492 0 0.0% Q4 2025 Feb 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 135 1 0.0% 493 0 0.0% Q4 2025 Feb 06, 2026
ALERUS FINANCIAL NA History No change 169 1 0.0% 0.0% 496 0 0.0% Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 233 1 0.0% 0.0% 497 0 0.0% Q4 2025 Jan 22, 2026
Pacific Center for Financial Services History No change 198 1 0.0% 0.0% 501 0 0.0% Q4 2025 Feb 17, 2026
Kozak & Associates, Inc. History No change 142 1 0.0% 0.0% 503 0 0.0% Q4 2025 Jan 12, 2026
Prestige Wealth Management Group LLC History No change 253 1 0.0% 0.0% 504 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 241 1 0.0% 0.0% 505 0 0.0% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History No change 200 1 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 17, 2026
Bruce G. Allen Investments, LLC History No change 155 1 0.0% 509 0 0.0% Q4 2025 Feb 10, 2026
Parvin Asset Management, LLC History No change 175 1 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 17, 2026
Contour Asset Management LLC History Closed out 0 0 0.76% -4,970,793 -100.0% Q3 2025 Nov 14, 2025
Diameter Capital Partners LP History Closed out 0 0 1.24% -3,300,000 -100.0% Q3 2025 Nov 14, 2025
AIGH Capital Management LLC History Closed out 0 0 4.4% -2,550,000 -100.0% Q3 2025 Oct 31, 2025
Caption Management, LLC History Closed out 0 0 0.02% -415,000 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.06% -366,345 -100.0% Q3 2025 Nov 12, 2025
Total Clarity Wealth Management, Inc. History Closed out 0 0 0.31% -191,420 -100.0% Q3 2025 Nov 12, 2025
Murchinson Ltd. History Closed out 0 0 0.09% -118,200 -100.0% Q3 2025 Nov 14, 2025
Aristides Capital LLC History Closed out 0 0 0.1% -117,448 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 0.01% -83,386 -100.0% Q3 2025 Nov 13, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -75,016 -100.0% Q3 2025 Nov 10, 2025
Shay Capital LLC History Closed out 0 0 0.04% -75,000 -100.0% Q3 2025 Nov 14, 2025
Left Brain Wealth Management, LLC History Closed out 0 0 0.14% -75,000 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -68,802 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.0% -39,865 -100.0% Q3 2025 Nov 14, 2025
Humankind Investments LLC History Closed out 0 0 0.05% -39,144 -100.0% Q3 2025 Nov 14, 2025
Chicago Partners Investment Group LLC History Closed out 0 0 0.01% -34,152 -100.0% Q3 2025 Oct 30, 2025
Net Worth Advisory Group History Closed out 0 0 0.06% -33,100 -100.0% Q3 2025 Oct 15, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -32,340 -100.0% Q3 2025 Dec 15, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 0.03% -31,920 -100.0% Q3 2025 Nov 13, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -16,656 -100.0% Q3 2025 Nov 14, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -16,393 -100.0% Q3 2025 Nov 12, 2025
IFG Advisory, LLC History Closed out 0 0 0.0% -16,298 -100.0% Q3 2025 Nov 12, 2025
Coastal Bridge Advisors, LLC History Closed out 0 0 0.01% -16,019 -100.0% Q3 2025 Nov 03, 2025
GTS SECURITIES LLC History Closed out 0 0 0.0% -15,708 -100.0% Q3 2025 Nov 14, 2025
JUNCTURE WEALTH STRATEGIES, LLC History Closed out 0 0 0.03% -15,499 -100.0% Q3 2025 Oct 14, 2025
Diametric Capital, LP History Closed out 0 0 0.03% -13,771 -100.0% Q3 2025 Nov 13, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -13,500 -100.0% Q3 2025 Oct 15, 2025
Hamilton Wealth, LLC History Closed out 0 0 0.02% -12,000 -100.0% Q3 2025 Nov 14, 2025
Trust Point Inc. History Closed out 0 0 0.01% -10,907 -100.0% Q3 2025 Oct 10, 2025
Crestwood Advisors Group, LLC History Closed out 0 0 0.0% -10,439 -100.0% Q3 2025 Nov 07, 2025
FreeGulliver LLC History Closed out 0 0 0.03% -10,083 -100.0% Q3 2025 Nov 13, 2025
CSS LLC/IL History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Nov 13, 2025
Manchester Capital Management LLC History Reduced 48 0 0.0% -2,952 -98.4% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -2,670 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -2,174 -100.0% Q3 2025 Nov 06, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -2,049 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -1,883 -100.0% Q3 2025 Oct 08, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -1,650 -100.0% Q3 2025 Nov 03, 2025
Harbor Asset Planning, Inc. History Closed out 0 0 0.01% -1,637 -100.0% Q3 2025 Oct 17, 2025
DecisionPoint Financial, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 10, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -477 -100.0% Q3 2025 Nov 13, 2025
LRI Investments, LLC History Reduced 98 0 0.0% -464 -82.56% Q4 2025 Feb 04, 2026
BOKF, NA History Closed out 0 0 0.0% -450 -100.0% Q3 2025 Nov 13, 2025
CoreFirst Bank & Trust History Closed out 0 0 0.0% -330 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -242 -100.0% Q3 2025 Nov 07, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 0.0% -170 -100.0% Q3 2025 Nov 05, 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Closed out 0 0 -152 -100.0% Q3 2025 Nov 13, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 -138 -100.0% Q3 2025 Nov 07, 2025
CALDWELL SUTTER CAPITAL, INC. History Closed out 0 0 -124 -100.0% Q3 2025 Oct 29, 2025
Kilter Group LLC History Added to 121 0 +119 5950.0% Q4 2025 Feb 13, 2026
Clear Street Group Inc. History Reduced 12 0 -99 -89.19% Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History New 92 0 +92 New Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History Added to 89 0 +84 1680.0% Q4 2025 Jan 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 75 0 +75 New Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -72 -100.0% Q3 2025 Nov 12, 2025
TD Capital Management LLC History Added to 84 0 +71 546.15% Q4 2025 Feb 26, 2026
Clearstead Trust, LLC History Closed out 0 0 -66 -100.0% Q3 2025 Nov 10, 2025
Siemens Fonds Invest GmbH History Closed out 0 0 -66 -100.0% Q3 2025 Nov 14, 2025
First Command Advisory Services, Inc. History Added to 97 0 +62 177.14% Q4 2025 Feb 11, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 -56 -100.0% Q3 2025 Oct 07, 2025
DV Trading LLC History New 50 0 +50 New Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History New 47 0 +47 New Q4 2025 Jan 22, 2026
CVA Family Office, LLC History Added to 106 0 +46 76.67% Q4 2025 Jan 12, 2026
Elevated Capital Advisors, LLC History New 36 0 +36 New Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History Added to 55 0 +34 161.9% Q4 2025 Jan 26, 2026
GHP Investment Advisors, Inc. History New 32 0 +32 New Q4 2025 Jan 27, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 53 0 +29 120.83% Q4 2025 Feb 10, 2026
Financial Life Planners History Closed out 0 0 -29 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 -25 -100.0% Q3 2025 Nov 03, 2025
EXCHANGE TRADED CONCEPTS, LLC History Reduced 56 0 -24 -30.0% Q4 2025 Jan 14, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 -24 -100.0% Q3 2025 Nov 04, 2025
Hilton Head Capital Partners, LLC History New 22 0 +22 New Q4 2025 Feb 11, 2026
AllSquare Wealth Management LLC History Closed out 0 0 -21 -100.0% Q3 2025 Jan 12, 2026
Bay Harbor Wealth Management, LLC History Added to 54 0 +19 54.29% Q4 2025 Feb 02, 2026
MATHER GROUP, LLC. History Closed out 0 0 -17 -100.0% Q3 2025 Oct 21, 2025
Ares Financial Consulting, LLC History New 16 0 +16 New Q4 2025 Jan 30, 2026
Twin Lakes Capital Management, LLC History Reduced 14 0 -14 -50.0% Q4 2025 Feb 04, 2026
FNY Investment Advisers, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Dec 15, 2025
Wealth Watch Advisors, INC History New 13 0 +13 New Q4 2025 Feb 17, 2026
Garton & Associates Financial Advisors LLC History New 12 0 +12 New Q4 2025 Feb 18, 2026
Transamerica Financial Advisors, LLC History New 11 0 +11 New Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History Added to 21 0 +11 110.0% Q4 2025 Feb 11, 2026
BURKETT FINANCIAL SERVICES, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 24, 2025
True Wealth Design, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Oct 21, 2025
Sarver Vrooman Wealth Advisors History New 9 0 +9 New Q4 2025 Feb 10, 2026
Dorato Capital Management History New 7 0 +7 New Q4 2025 Jan 16, 2026
TFC Financial Management, Inc. History New 4 0 +4 New Q4 2025 Jan 23, 2026
IAG Wealth Partners, LLC History Reduced 65 0 -2 -2.99% Q4 2025 Feb 10, 2026
Pacer Advisors, Inc. History New 1 0 +1 New Q4 2025 Feb 24, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 07, 2025
North Capital, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 09, 2025
NBC SECURITIES, INC. History No change 125 0 0 0.0% Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History No change 21 0 0 0.0% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 11 0 0 0.0% Q4 2025 Jan 20, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 88 0 0 0.0% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History No change 41 0 0 0.0% Q4 2025 Jan 21, 2026
Kimelman & Baird, LLC History No change 34 0 0 0.0% Q4 2025 Feb 06, 2026
Cheviot Value Management, LLC History No change 16 0 0 0.0% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History No change 53 0 0 0.0% Q4 2025 Jan 26, 2026
TCTC Holdings, LLC History No change 17 0 0 0.0% Q4 2025 Feb 12, 2026
Westside Investment Management, Inc. History No change 42 0 0 0.0% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 120 0 0 0.0% Q4 2025 Feb 05, 2026
Colonial Trust Advisors History No change 1 0 0 0.0% Q4 2025 Feb 12, 2026
JNBA Financial Advisors History No change 87 0 0 0.0% Q4 2025 Jan 26, 2026
Winch Advisory Services, LLC History No change 117 0 0 0.0% Q4 2025 Feb 03, 2026
Cranbrook Wealth Management, LLC History No change 120 0 0 0.0% Q4 2025 Jan 28, 2026
Tradewinds Capital Management, LLC History No change 18 0 0 0.0% Q4 2025 Jan 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 12 0 0 0.0% Q4 2025 Jan 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 117 0 0 0.0% Q4 2025 Jan 27, 2026
NVWM, LLC History No change 5 0 0 0.0% Q4 2025 Jan 20, 2026
BFSG, LLC History No change 5 0 0 0.0% Q4 2025 Jan 22, 2026
Front Row Advisors LLC History No change 7 0 0 0.0% Q4 2025 Feb 12, 2026
CNB Bank History No change 29 0 0 0.0% Q4 2025 Feb 11, 2026
Vermillion Wealth Management, Inc. History No change 99 0 0 0.0% Q4 2025 Feb 11, 2026
Pflug Koory, LLC History No change 74 0 0 0.0% Q4 2025 Jan 20, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 34 0 0 0.0% Q4 2025 Feb 06, 2026
IFS Advisors, LLC History No change 26 0 0 0.0% Q4 2025 Jan 09, 2026
Princeton Global Asset Management LLC History No change 21 0 0 0.0% Q4 2025 Jan 20, 2026
ESL Trust Services, LLC History No change 58 0 0 0.0% Q4 2025 Feb 10, 2026
HOEY INVESTMENTS, INC History No change 9 0 0 0.0% Q4 2025 Jan 28, 2026
Key FInancial Inc History No change 16 0 0 0.0% Q4 2025 Feb 09, 2026
HighMark Wealth Management LLC History No change 25 0 0 0.0% Q4 2025 Feb 05, 2026
Archer Investment Corp History No change 95 0 0 0.0% Q4 2025 Jan 30, 2026
Fortis Group Advisors, LLC History No change 16 0 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History No change 14 0 0 0.0% Q4 2025 Feb 02, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 7 0 0 0.0% Q4 2025 Feb 17, 2026
West Financial Advisors, LLC History No change 9 0 0 0.0% Q4 2025 Jan 13, 2026
Private Wealth Asset Management, LLC History No change 59 0 0 0.0% Q4 2025 Feb 10, 2026
Smallwood Wealth Investment Management, LLC History No change 5 0 0 0.0% Q4 2025 Jan 23, 2026
Coston, McIsaac & Partners History No change 25 0 0 0.0% Q4 2025 Feb 03, 2026
Abound Wealth Management History No change 48 0 0 0.0% Q4 2025 Jan 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 94 0 0 0.0% Q4 2025 Feb 27, 2026
North Ridge Wealth Advisors, Inc. History No change 29 0 0 0.0% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History No change 67 0 0 0.0% Q4 2025 Feb 10, 2026
United Community Bank History No change 126 0 0 0.0% Q4 2025 Jan 30, 2026
Caitlin John, LLC History No change 71 0 0 0.0% Q4 2025 Feb 18, 2026
Breakwater Investment Management History No change 3 0 0 0.0% Q4 2025 Feb 02, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 2 0 0 0.0% Q4 2025 Jan 22, 2026
Glen Eagle Advisors, LLC History No change 100 0 0 0.0% Q4 2025 Feb 13, 2026
Reyes Financial Architecture, Inc. History No change 34 0 0 0.0% Q4 2025 Jan 26, 2026
Dogwood Wealth Management LLC History No change 55 0 0 0.0% Q4 2025 Feb 04, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 87 0 0 0.0% Q4 2025 Feb 10, 2026
HFM Investment Advisors, LLC History No change 39 0 0 0.0% Q4 2025 Feb 05, 2026
Provenance Wealth Advisors, LLC History No change 38 0 0 0.0% Q4 2025 Jan 26, 2026